SEC 13F Intelligence

Triangle Securities Wealth Management / CGXU

Triangle Securities Wealth Management’s Capital Group Intl Focus Eqt Position

Does Triangle Securities Wealth Management own Capital Group Intl Focus Eqt (CGXU)? Yes — 203.1K shares worth $7M (+1.40% of its 13F portfolio) as of Q2 2026, up from 195.3K shares the prior filed quarter.

Position Value
$7M
Q2 2026
Shares
203.1K
% of Portfolio
+1.40%
Quarters Held
11
currently held

Position History CGXU

Reported value by quarter
Q4 ’23: $297,778Q4 ’23Q1 ’24: $362,825Q2 ’24: $440,761Q2 ’24Q3 ’24: $711,686Q4 ’24: $800,338Q4 ’24Q1 ’25: $5MQ2 ’25: $5MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $6MQ2 ’26: $7MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026203.1K$7M+1.40%
Q1 2026195.3K$6M+1.31%
Q4 2025192.9K$6M+1.20%
Q3 2025192.9K$6M+1.29%
Q2 2025194.9K$5M+1.30%
Q1 2025203.0K$5M+1.28%
Q4 202432.4K$800,338+0.21%
Q3 202426.4K$711,686+0.18%
Q2 202417.1K$440,761+0.12%
Q1 202414.1K$362,825+0.10%
Q4 202312.5K$297,778+0.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triangle Securities Wealth Management’s full portfolio or all institutional holders of CGXU.